Circle Wealth Management’s Yeti Holdings YETI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,485
| Closed | -$206K | – | 184 |
|
|
2022
Q1 | $206K | Hold |
2,485
| – | – | 0.03% | 179 |
|
|
2021
Q4 | $206K | Hold |
2,485
| – | – | 0.03% | 189 |
|
|
2021
Q3 | $213K | Sell |
2,485
-4,560
| -65% | -$391K | 0.03% | 173 |
|
|
2021
Q2 | $647K | Hold |
7,045
| – | – | 0.09% | 106 |
|
|
2021
Q1 | $509K | Sell |
7,045
-114
| -2% | -$8.24K | 0.08% | 108 |
|
|
2020
Q4 | $490K | Buy |
+7,159
| New | +$490K | 0.07% | 147 |
|